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Junior Paraplanner

Remote Working
Remote Working
£40,000 to £45,000
Job Type
1 Sep 2022

Our client is a highly regarded Wealth Management firm in London, currently seeking to recruit for a Junior Paraplanner to join their team.

The firm provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad. The firm acts for a wide range of clients, and is recognised as being a leader in its field by both third party professionals and industry media; recently a winner of the most highly regarded financial planning awards.

The role will be based from the companies City office three days a week with two days based from home.

Main duties of the role

Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets

Providing technical resource to the adviser team

Acting as an effective point of liaison between adviser and support teams

Contributing to the continued improvement of the client experience and the firm's knowledge base

In order to be able to meet the demands of the role it is anticipated that the successful candidate will:

have experience of dealing with arrangements such as family investment companies, share options (inc. EMI) and international pensions, in addition to the more typical financial planning product solutions

be able to demonstrate their ability to work under pressure

have day-to-day involvement with clients

be capable of drafting concise and accurate correspondence the firm operates a flexible working policy including variable hours and splitting time between attendance at the office and remote working.

The successful candidate will need to be willing to attend and make contributions to marketing and social events the company organises for clients and professional connections.

Who will this role suit

The role will suit a dynamic individual with a positive, commercial, attitude who also has a conscientious work ethic, and is keen to get broad-based experience across financial planning and investment management at a leading advisory firm, with exposure to more detailed technical work. Support for professional study is available and the company actively encourages staff to progress their careers.

Salary to £45,000. Compensation will be agreed with the successful candidate in line with their experience, to include salary, potential bonus and benefits

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  • Job Reference: 699495122-2
  • Date Posted: 1 September 2022
  • Recruiter: mbf.
  • Location: London
  • Remote Working: Some remote working possible
  • Salary: £40,000 to £45,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent